A guide for contractors on how to use the Flume app to request digital payments

By Grace Dela Cruz

In today's fast-paced digital world, efficient payment methods play a pivotal role in the success of contractors. Gone are the days of traditional paper checks or time-consuming bank transfers. With the advent of innovative payment apps such as Flume, contractors now have the power to streamline their financial transactions like never before. 

Whether you're a freelancer, an independent contractor, or a small business owner, utilizing a payment app offers a multitude of advantages, including speed, convenience, security, and transparency. In this post, we’ll cover how to quickly and easily request payments through the Flume app.

Get ready to embrace a new era of fast and reliable digital payments, empowering you to focus on what you do best - delivering exceptional services to your clients while maintaining financial stability! 

Key benefits of using Flume to manage your payments:

• Get paid by ACH for free and seamlessly add card acceptance to your payment options 

• Leave the checkbook at home and pay subcontractors/vendors with digital checks using just their name and email address

• Get paid faster by offering your clients various options for making a payment 

• Organize your payments by project 

How to send a payment request 

See below for a full tutorial on how to send a payment request: 

Step-by-step for how to send a payment request in Flume:

1. Click “Create” from the side menu 

2. Select “Invoice”

3. Choose a recipient from your network (or create and save one on the fly)

4. Optionally include an invoice (or service) summary

5. Add your line item(s), or optionally use a flat amount

6. If you opt to add line items, you’ll be able to add a markup amount, tax, shipping, and/or discount as applicable (note: the markup amount is only visible to you, and is seamlessly added into the line item pricing and total)

7. Optionally include any supplemental notes, terms and conditions, and attachments you want to provide with the invoice

8. Don’t forget to assign a project to help you best track this invoice and the subsequent payment made against your payment request 

9. Click “Save and continue” 

10. Choose your payment due date

11. Set the amount due (whether total or partial amount)

12. If you’ve set up card acceptance, you’ll be able to allow or disallow payment by card for this payment request

13. Review your invoice to double-check your information and make sure everything is correct

14. Click “Send” to email the invoice and your payment request 

We hope you found this guide useful! With Flume, our goal is to streamline your business as a  contractor, to help you consistently deliver on time and exceed your client expectations. We encourage you to also review our Projects feature to elevate your business organization and achieve new heights with greater time freedom.